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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-07-24 |
| MN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saint Mary's University | Winona | MN | 08/2021 | 05/2022 |
| The Broadmoor Golf Club | Colorado Springs | CO | 04/2021 | 08/2021 |
| Saint Mary's University | Winona | MN | 08/2020 | 04/2021 |
| Full Time Student/ Unemployed | Winona | MN | 08/2018 | 08/2020 |
| Bestway Disposal | Colorado Springs | CO | 03/2016 | 08/2018 |
| High School Student Unemployed | Colorado Springs | CO | 08/2012 | 08/2018 |
| Fidelity Investments | Oakdale | MN | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-06 |
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